PawLoyalty - Removing pets/clients and recovering deleted clients/pets
If you need to delete a client, click on PawLoyalty, Customer Management.
Type in the name and click Find.
This will list all clients with this name and you can click Remove to delete the profile.
To delete a pet, type in the pet name and click the magnifying class. This will show all pets of this name and you will click Remove to delete.
To add back a deleted client or pet, click on Add client, Add missing client. Type in the first name, last name, pet name and click Find. This will list all pets/clients with this info and you can click to Add them back.
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Remove Clients + Undo Remove Client
Sometimes customers move away, pets become ill or someone accidentally adds two of the same pet into the system (of course this can only happen if they have used two different emails when adding the pet to the system). In the scenarios above you will ...
PawLoyalty - Merging duplicate accounts
There is no option to merge duplicate client or pet records in PawLoyalty. You will need to remove the duplicate record. If you do remove an account, you are able to add it back. This link will give you directions.
PawLoyalty - Client cannot add multiple pets in the online booking widget
Only new clients are able to add pets through the online booking widget. Existing clients need to contact the business and have them add the new pets. When adding multiple pets through the online widget, you need to hit 'Add to your lists of pets' ...
PawLoyalty - Using Custom Icons
Custom Icons allows you to flag accounts and quickly see information by viewing an icon. For example, you can set an icon to alert you about an arthritic pet, a client who has special instructions, a pet who has food allergies, and so on. Click on ...
PawLoyalty - Removing runs
Runs can only be removed by Development. Please submit a request to Support@SoftwareConnectionLLC.com You can mark these runs as unavailable in the meantime. This link will give you the steps: PawLoyalty - Marking runs as not available